| V先锋领航指数基金VOO |
| 14.36% | 13.64% | $3,121.7万 | 4.5万股 | $2,552.9万 | 4.3万股 | +2,730股+6.39% | 加仓 |
 AVANTIS INTLNGG |
| 10.74% | 10.48% | $2,335.0万 | 26.2万股 | $1,960.8万 | 23.1万股 | +3.1万股+13.26% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 8.29% | 8.82% | $1,802.2万 | 39.1万股 | $1,650.0万 | 35.8万股 | +3.3万股+9.27% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 8.07% | 8.56% | $1,754.0万 | 38.6万股 | $1,602.1万 | 35.1万股 | +3.4万股+9.80% | 加仓 |
| V先锋领航指数基金VTV |
| 7.05% | 7.68% | $1,532.8万 | 7.0万股 | $1,436.1万 | 7.3万股 | -2,863股-3.91% | 减仓 |
| V先锋领航·MIDVO |
| 6.79% | 6.78% | $1,475.8万 | 18.3万股 | $1,268.0万 | 4.4万股 | +13.9万股+314.84% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 5.67% | 5.15% | $1,232.3万 | 16.9万股 | $963.3万 | 17.6万股 | -7,216股-4.09% | 减仓 |
| IiShares安硕信托DGRO |
| 3.96% | 4% | $860.6万 | 11.4万股 | $747.6万 | 10.7万股 | +7,031股+6.60% | 加仓 |
| AAvantis·U SAVUV |
| 3.83% | 3.86% | $832.2万 | 6.7万股 | $721.8万 | 6.5万股 | +1,366股+2.09% | 加仓 |
| V先锋领航全球基金ESGV |
| 3.69% | 3.52% | $801.6万 | 6.1万股 | $658.2万 | 5.9万股 | +1,991股+3.40% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.15% | 2.68% | $684.5万 | 2.3万股 | $501.0万 | 2.1万股 | +1,506股+7.14% | 加仓 |
| TT. ROWE PRICE SMALL-MID CAP ETFTMSL |
| 2.47% | 2.35% | $537.0万 | 12.2万股 | $440.3万 | 12.0万股 | +2,379股+1.98% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 2.11% | 3.11% | $459.1万 | 3.9万股 | $581.5万 | 5.0万股 | -1.1万股-21.58% | 减仓 |
| I景顺QQQ信托VOO |
| 1.66% | 1.54% | $360.7万 | 4,898股 | $288.0万 | 4,990股 | -92股-1.84% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.66% | 1.66% | $360.6万 | 4.6万股 | $310.1万 | 4.0万股 | +6,730股+17.02% | 加仓 |
| V先锋领航全球基金VCEB |
| 1.6% | 1.39% | $347.8万 | 5.5万股 | $260.8万 | 4.2万股 | +1.4万股+33.52% | 加仓 |
| IINVESCO ESG NASDAQ 100 ETFQQMG |
| 1.47% | 1.2% | $320.6万 | 6.3万股 | $225.2万 | 5.7万股 | +5,646股+9.92% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.37% | 1.65% | $298.7万 | 3.3万股 | $308.9万 | 3.4万股 | -1,113股-3.30% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.2% | 1.09% | $261.8万 | 4.7万股 | $203.6万 | 4.3万股 | +3,511股+8.11% | 加仓 |
| IiShares安硕信托GVI |
| 0.85% | 0.97% | $184.5万 | 1.7万股 | $181.9万 | 1.7万股 | +12股+0.07% | 加仓 |
| V先锋领航·TOTALBND |
| 0.79% | 1.09% | $171.7万 | 2.3万股 | $203.7万 | 2.8万股 | -4,274股-15.45% | 减仓 |
| I景顺·S&PIDMO |
| 0.7% | 0.49% | $153.0万 | 2.5万股 | $92.2万 | 1.7万股 | +8,564股+50.95% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.53% | 0.58% | $114.1万 | 5,202股 | $108.9万 | 5,678股 | -476股-8.38% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.5% | 0.62% | $108.8万 | 1.4万股 | $116.3万 | 1.5万股 | -878股-5.83% | 减仓 |
| V先锋领航指数基金VB |
| 0.48% | 0.48% | $104.4万 | 3,445股 | $90.2万 | 3,442股 | +3股+0.09% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.47% | $101.0万 | 1,348股 | $88.3万 | 1,352股 | -4股-0.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.4% | 0.41% | $87.8万 | 1.2万股 | $77.4万 | 1.2万股 | +252股+2.09% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.38% | 0.38% | $82.9万 | 1.1万股 | $70.4万 | 1.1万股 | 00.00% | 持仓不变 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.36% | 0.37% | $78.0万 | 6,907股 | $70.1万 | 6,780股 | +127股+1.87% | 加仓 |
| IiShares安硕信托AGG |
| 0.34% | 0.39% | $73.8万 | 7,459股 | $73.7万 | 7,427股 | +32股+0.43% | 加仓 |
| IiShares安硕·COREIJH |
| 0.33% | 0.37% | $72.7万 | 9,423股 | $68.8万 | 1.0万股 | -765股-7.51% | 减仓 |
 苹果AAPL |
| 0.33% | 0.34% | $71.9万 | 2,486股 | $62.7万 | 2,471股 | +15股+0.61% | 加仓 |
| IIBMIBM |
| 0.33% | 0.36% | $71.8万 | 2,554股 | $66.8万 | 2,754股 | -200股-7.26% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.32% | $70.4万 | 5,673股 | $60.5万 | 1,418股 | +4,255股+300.07% | 加仓 |
| IiShares安硕信托IEFA |
| 0.25% | 0.27% | $53.8万 | 5,569股 | $50.6万 | 5,587股 | -18股-0.32% | 减仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 0.25% | 0.26% | $53.4万 | 5,279股 | $49.2万 | 5,279股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.2% | 0.24% | $43.7万 | 2,983股 | $44.5万 | 3,023股 | -40股-1.32% | 减仓 |
 微软MSFT |
| 0.2% | 0.21% | $42.7万 | 1,145股 | $40.2万 | 1,085股 | +60股+5.53% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.2% | 0.16% | $42.5万 | 2,232股 | $29.7万 | 2,232股 | 00.00% | 持仓不变 |
| TTCW ETF TRUSTVOTE |
| 0.19% | 0.19% | $42.0万 | 4,761股 | $36.3万 | 4,761股 | 00.00% | 持仓不变 |
 REPUBLIC SVCSRSG |
| 0.18% | 0.22% | $39.7万 | 1,863股 | $40.9万 | 1,869股 | -6股-0.32% | 减仓 |
 Meta平台META |
| 0.18% | 0.22% | $39.4万 | 700股 | $41.9万 | 732股 | -32股-4.37% | 减仓 |
 英伟达NVDA |
| 0.17% | 0.16% | $37.7万 | 1,884股 | $29.0万 | 1,664股 | +220股+13.22% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.17% | 0.17% | $36.0万 | 1,483股 | $32.4万 | 1,490股 | -7股-0.47% | 减仓 |
| RRBB FUND TRUSTFEOE |
| 0.15% | 0.17% | $33.7万 | 6,306股 | $31.8万 | 6,306股 | 00.00% | 持仓不变 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.15% | 0.18% | $33.2万 | 6,883股 | $33.4万 | 6,883股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.11% | $30.3万 | 848股 | $20.8万 | 725股 | +123股+16.97% | 加仓 |
 亚马逊AMZN |
| 0.14% | 0.12% | $30.1万 | 1,261股 | $22.3万 | 1,070股 | +191股+17.85% | 加仓 |
 美光科技MU |
| 0.14% | — | $30.0万 | 260股 | $0 | 0股 | +260股 | 新买入 |
| G通用动力VTI |
| 0.14% | 0.14% | $29.6万 | 800股 | $25.9万 | 808股 | -8股-0.99% | 减仓 |
